We are a family-run financial planning practice, based in Winchester, Oxford and Mayfair. Professional, experience and committed to building client relationships that last. In a world of faceless apps and call centres, we provide the personal touch.
We work with clients at all stages in their financial journey, from opening a junior ISA to planning the perfect retirement. Our promise is this: unique service, clearly communicated, delivered to an exceptional standard.
The value of your investment can go down as well as up. You could get back less than invested.
SJP Approved 02/02/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place plc (which is authorised and regulated by the Financial Conduct Authority) The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 37/39 Southgate Street, Southgate Chambers,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- wellsandcompanywm.co.uk
- Keywords
- Financial Advice, Financial Planning, Inheritance Tax Planning, Investment Planning, Retirement Planning, Tax Planning.
- HQ
- Winchester, England
Wells & Co Financial Planning Llp Questions
Wells & Co Financial Planning Llp's website is wellsandcompanywm.co.uk
Wells & Co Financial Planning Llp's LinkedIn profile is https://uk.linkedin.com/company/wellsandcompany
Wells & Co Financial Planning Llp has
3 employees.
View email and phone details for 3
employees at Wells & Co Financial Planning Llp.
Wells & Co Financial Planning Llp's industry is
Financial Services
Wells & Co Financial Planning Llp's top competitors are
Filsell Wealth Ltd,
Mitchell Wealth Management,
St. James’s Place,
Schofield & Associates Financial Planning Ltd,
Pearson Financial Wellbeing.
Wells & Co Financial Planning Llp's categories are Financial Services
Wells & Co Financial Planning Llp's founding year is 2015
